Milestones Private Investment Advisors LLC Sells 4,499 Shares of Walmart Inc. $WMT

Milestones Private Investment Advisors LLC cut its holdings in shares of Walmart Inc. (NASDAQ:WMT) by 65.2% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 2,400 shares of the retailer’s stock after selling 4,499 shares during the period. Milestones Private Investment Advisors LLC’s holdings in Walmart were worth $298,000 at the end of the most recent reporting period.

Several other large investors also recently bought and sold shares of WMT. MFA Wealth Services boosted its holdings in shares of Walmart by 0.7% during the 1st quarter. MFA Wealth Services now owns 10,909 shares of the retailer’s stock valued at $1,356,000 after acquiring an additional 80 shares during the last quarter. Realta Investment Advisors grew its stake in shares of Walmart by 2.0% in the first quarter. Realta Investment Advisors now owns 4,089 shares of the retailer’s stock worth $508,000 after acquiring an additional 81 shares during the period. Compton Financial Group LLC raised its holdings in shares of Walmart by 4.1% during the first quarter. Compton Financial Group LLC now owns 2,081 shares of the retailer’s stock valued at $259,000 after purchasing an additional 82 shares during the last quarter. Renaissance Group LLC raised its holdings in shares of Walmart by 0.9% during the fourth quarter. Renaissance Group LLC now owns 9,636 shares of the retailer’s stock valued at $1,074,000 after purchasing an additional 83 shares during the last quarter. Finally, Calton & Associates Inc. lifted its position in Walmart by 0.3% during the fourth quarter. Calton & Associates Inc. now owns 27,220 shares of the retailer’s stock valued at $3,033,000 after purchasing an additional 84 shares during the period. 26.76% of the stock is currently owned by institutional investors.

Insider Transactions at Walmart

In related news, EVP Christopher James Nicholas sold 2,900 shares of the firm’s stock in a transaction on Thursday, June 18th. The stock was sold at an average price of $118.19, for a total value of $342,751.00. Following the transaction, the executive vice president directly owned 574,953 shares of the company’s stock, valued at approximately $67,953,695.07. This trade represents a 0.50% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Daniel J. Bartlett sold 3,775 shares of Walmart stock in a transaction on Wednesday, July 1st. The shares were sold at an average price of $109.64, for a total value of $413,891.00. Following the transaction, the executive vice president owned 630,009 shares in the company, valued at $69,074,186.76. This trade represents a 0.60% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 103,170 shares of company stock worth $12,692,133 over the last three months. 0.09% of the stock is currently owned by insiders.

Walmart Stock Performance

Shares of NASDAQ WMT opened at $113.70 on Wednesday. The firm has a 50 day moving average of $119.80 and a 200 day moving average of $122.07. The company has a current ratio of 0.77, a quick ratio of 0.23 and a debt-to-equity ratio of 0.42. The firm has a market capitalization of $904.83 billion, a price-to-earnings ratio of 39.89, a price-to-earnings-growth ratio of 4.28 and a beta of 0.60. Walmart Inc. has a 12-month low of $94.43 and a 12-month high of $135.15.

Walmart (NASDAQ:WMT) last released its quarterly earnings results on Thursday, May 21st. The retailer reported $0.66 earnings per share for the quarter, hitting the consensus estimate of $0.66. Walmart had a net margin of 3.13% and a return on equity of 21.25%. The business had revenue of $177.75 billion for the quarter, compared to the consensus estimate of $174.84 billion. The company’s quarterly revenue was up 7.4% on a year-over-year basis. During the same period last year, the firm earned $0.61 earnings per share. Walmart has set its FY 2027 guidance at 2.750-2.850 EPS and its Q2 2027 guidance at 0.720-0.740 EPS. On average, research analysts anticipate that Walmart Inc. will post 2.89 earnings per share for the current year.

Analyst Upgrades and Downgrades

Several brokerages recently issued reports on WMT. Wolfe Research restated an “outperform” rating and issued a $137.00 target price (up from $135.00) on shares of Walmart in a report on Monday, May 11th. Royal Bank Of Canada reiterated an “outperform” rating and set a $137.00 target price (down from $140.00) on shares of Walmart in a research note on Friday, May 22nd. Evercore reissued an “outperform” rating on shares of Walmart in a report on Monday, May 18th. Freedom Capital upgraded Walmart from a “strong sell” rating to a “hold” rating in a research note on Thursday, May 21st. Finally, BMO Capital Markets reaffirmed an “outperform” rating on shares of Walmart in a report on Friday, May 22nd. One analyst has rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating and four have assigned a Hold rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $138.85.

Trending Headlines about Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart continues to benefit from strong momentum in higher-margin businesses such as advertising, membership, and e-commerce, which are growing faster than its core store operations and supporting the long-term growth story. Where Will Walmart Stock Be in 5 Years?
• Positive Sentiment: Walmart just announced its 53rd dividend increase, reinforcing its appeal as a defensive, income-producing stock for investors looking for steady cash returns. Walmart just declared its 53rd dividend increase
• Positive Sentiment: Recent coverage also highlights Walmart+ membership growth and faster delivery as drivers of recurring revenue and deeper customer engagement, which could help sustain sales momentum. Can Walmart+ Membership Keep WMT’s Growth Momentum Alive?

About Walmart

Walmart is a multinational retail corporation that operates a broad portfolio of store formats and digital services. Its core business includes large-format supercenters, discount department stores, neighborhood grocery stores and a membership warehouse chain, Sam’s Club. The company’s merchandising mix covers groceries, household goods, apparel, electronics and pharmacy services, supplemented by private-label products and category-specific offerings. Walmart pairs its physical store network with online platforms and mobile applications to provide omnichannel shopping, fulfillment and delivery options for consumers and businesses.

The company was founded by Sam Walton, who opened the first store in Rogers, Arkansas in 1962; it is headquartered in Bentonville, Arkansas.